HFS
IEFA icon

Heritage Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Heritage Financial Services’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$500K Buy
5,588
+258
+5% +$22.8K 0.04% 71
2025
Q3 		$465K Hold
5,330
– – 0.04% 76
2025
Q2 		$445K Buy
5,330
+1,630
+44% +$129K 0.04% 75
2025
Q1 		$280K Buy
+3,700
New +$277K 0.03% 94
2022
Q3 		– Sell
-569
Closed -$33K – 253
2022
Q2 		$33K Buy
+569
New +$36.5K 0.02% 195

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Heritage Financial Services's IEFA Position: Q4 2025 in Review

Heritage Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.8% in Q4 2025, buying an estimated $22.8K and bringing the position to 5,588 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #71.

Heritage Financial Services first reported a position in IEFA in Q2 2022 and has held it in 5 quarters since. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Heritage Financial Services held 5,588 shares of iShares Core MSCI EAFE ETF worth $500K as of Q4 2025.
  • Heritage Financial Services bought 258 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $22.8K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Heritage Financial Services's portfolio in Q4 2025, its #71 holding.
  • Heritage Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 5 quarters since.
  • 2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.